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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
601
Elevation Wealth Partners
California
$23.9K +$20.5K +302 +364%
WT
602
Whittier Trust
California
$22.7K +$271 +4 +1%
SGFG
603
Silver Grove Financial Group
New York
$22.5K +$24.6K +362 New
SIC
604
Salem Investment Counselors
North Carolina
$22K -$3.05K -45 -11%
NEWAS
605
N.E.W. Advisory Services
Wisconsin
$21.7K – – –
EF
606
Entrust Financial
Pennsylvania
$21K +$3.87K +57 +20%
CT
607
Caldwell Trust
Florida
$20.1K – – –
CA
608
CoreCap Advisors
Michigan
$19.9K +$20.2K +298 +1,355%
BWA
609
Basecamp Wealth Advisors
Washington
$18.9K +$11.9K +175 +136%
PTC
610
Private Trust Company
Ohio
$18.5K -$1.83K -27 -8%
RF
611
Rossby Financial
Florida
$18.4K +$204 +3 +1%
GKIM
612
GW&K Investment Management
Massachusetts
$17K – – –
KAS
613
Kemnay Advisory Services
New York
$16.8K +$18.3K +270 New
JWA
614
JFS Wealth Advisors
Pennsylvania
$16.1K -$1.02K -15 -5%
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$8.28K -122 -32%
1CP
616
1015 Capital Partners
Pennsylvania
$14.8K -$136 -2 -0.8%
UCB
617
United Community Bank
South Carolina
$14.8K – – –
HI
618
Harbour Investments
Wisconsin
$14.8K +$2.31K +34 +17%
CFO
619
CVA Family Office
Colorado
$14.3K -$8.89K -131 -36%
HHCP
620
Hilton Head Capital Partners
South Carolina
$14.2K -$679 -10 -4%
WA
621
WPG Advisers
Maryland
$14K -$475 -7 -3%
MAM
622
Meeder Asset Management
Ohio
$13.7K +$5.7K +84 +61%
PWAM
623
Private Wealth Asset Management
Iowa
$13.3K – – –
FCAS
624
First Command Advisory Services
Texas
$13K +$4.21K +62 +42%
AP
625
Atwood & Palmer
Missouri
$12.8K – – –
23 24
25
26 27